雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
1276	PC PM Capital Sydney, Australia	US$3026萬	US$0	1	5.85%	維持不變
1277	Wedbush Securities Los Angeles, California	US$3023萬	+US$112萬	9	3.93%	增持
1278	J.M. Forbes & Co Boston, Massachusetts	US$3002萬	-US$37.4萬	5	7.49%	減碼
1279	CCM Concourse Capital Management Atlanta, Georgia	US$2990萬	+US$107萬	3	14.54%	增持
1280	CCM Catawba Capital Management Roanoke, Virginia	US$2988萬	+US$41.2萬	6	6.75%	增持
1281	Howe & Rusling Rochester, New York	US$2982萬	+US$361萬	11	5.52%	增持
1282	CF Cypress Funds Los Angeles, California	US$2980萬	+US$491萬	1	6.1%	增持
1283	CF CNA Financial Chicago, Illinois	US$2975萬	+US$317萬	5	7.5%	增持
1284	CW Cobiz Wealth Denver, Colorado	US$2973萬	+US$42.4萬	6	6.52%	增持
1285	Central Securities New York	US$2968萬	US$0	3	5.08%	維持不變
1286	Foster & Motley Cincinnati, Ohio	US$2967萬	-US$188萬	3	5.11%	減碼
1287	PWM Patriot Wealth Management Houston, Texas	US$2966萬	-US$154萬	4	4.81%	減碼
1288	CCT Chemung Canal Trust Elmira, New York	US$2964萬	-US$278萬	5	6.75%	減碼
1289	DSI Daiwa SB Investments Tokyo, Japan	US$2962萬	-US$239萬	8	8.2%	減碼
1290	Bank of the West Monterey Park, California	US$2957萬	-US$12.7萬	7	3.73%	減碼
1291	Empyrean Capital Partners Los Angeles, California	US$2943萬	-US$1228萬	1	1.13%	減碼
1292	Pitcairn Conshohocken, Pennsylvania	US$2943萬	+US$179萬	10	3.33%	增持
1293	Denali Advisors San Diego, California	US$2933萬	-US$770萬	3	4.85%	減碼
1294	Bristlecone Advisors Bellevue, Washington	US$2931萬	+US$96.6萬	6	9.52%	增持
1295	Maple Capital Management Montpelier, Vermont	US$2927萬	+US$23.2萬	5	7.87%	增持
1296	Altrinsic Global Advisors Stamford, Connecticut	US$2926萬	-US$353萬	2	1.11%	減碼
1297	Zuckerman Investment Group Chicago, Illinois	US$2924萬	-US$566	2	7.18%	減碼
1298	Giverny Capital Montreal, Quebec, Canada	US$2924萬	+US$145萬	2	4.27%	增持
1299	SeaBridge Investment Advisors Summit, New Jersey	US$2923萬	+US$117萬	5	6.83%	增持
1300	Sabal Trust St. Petersburg, Florida	US$2922萬	-US$176萬	3	2.92%	減碼